*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
4825 E Harney Ln
Lodi, California 95240
Verna was awesome! Her home Office was Cozy and professional. We enjoyed seeing the Chickens & Dogs. Verna truly provides a personalized experience. We will definitely be back. Thank you Verna, We appreciate your time and expertise. Amber & Jordan Miller
So glad we found Verna, we were in need of a dependable tax service and WE FOUND IT! Absolutely such a great experience! She is so knowledgeable and friendly! Did a fantastic job and we will back. Highly recommend! Thank you Verna for everything!
Verna is an exceptional bookkeeper! She's accurate, reliable, and goes above and beyond to keep my finances organized. Her expertise has streamlined my business, and her proactive approach helps me save time and money. Highly recommend!
Very knowledgeable and professional. Verna has been doing my taxes for the last 20 years. She knows how to do it all!!!
Verna has done my taxes forever. She is truly wonderful and trustworthy.
Highly recommend VW Tax Service. Verna is professional, easy to talk to, and does an awesome job handling any tax situation. Having been a tax professional in the past myself, I have still chosen to have Verna handle my business taxes as a testament to her experience and expertise.
Excellent service, very professional, quick appt scheduling, knowledgeable in all questions and scenarios. Will continue to use every year. Thank you Verna!
Verna has so much experience with doing taxes! She is respectful, polite and understanding. She has loads of information that she shares with you so that you understand it as well! She always answers all questions! Will be using her forever!!
I have done my own taxes for years and this year was the first time I didn't have time so I handed it over to Verna. It was effortless and quick. She is knows her stuff and I am 100% confident that she got me the maximum positive outcome possible. Thank you!
Thank you VW Tax Services for your help. As a new client I was very pleased and impressed with your services and overall knowledge of taxes. Tax season can be very stressful, but you made my visit very comfortable and I appreciated that greatly. Thank you and best wishes to you!
Quick and reliable service, very convenient and friendly. Thank you.
Very knowledgeable and helpful. Knows how to take care of her clients and does right by them. Very professional. Excellent in explaining all questions.
Awesome experience and very knowledgeable!! I totally recommend!!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.